See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,611 | $155,788-50.8% | $124,672-38.6% | $167,490-54.3% |
| Participation rate | 25.0% | 81.1%-56.1pp | 74.6%-49.6pp | 82.1%-57.1pp |
| Annual return | 0.72% | 17.97%-17.3pp | 5142.93%-5142.2pp | 478.56%-477.8pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |